Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa Maxwell is a financial advisor who has been in the industry since 1997. Elisa is currently registered with Truist Advisory Services, Inc. and Truist Investment Services, Inc., and has previously worked for BB&T Securities, LLC, BB&T Investment Services, Inc., Raymond James & Associates, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and PaineWebber Incorporated. Elisa provides financial planning services to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, and other investment advisers. Elisa is also registered with the Securities and Exchange Commission (SEC) and is a registered representative of the Financial Industry Regulatory Authority (FINRA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/02/2021 - Present
Truist Advisory Services, Inc. (PALM COAST FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
04/28/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PALM COAST FL)
FL
07/01/2010 - 05/05/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. AUGUSTINE FL)
FL
01/01/2008 - 07/01/2010
WELLS FARGO ADVISORS, LLC (ST. AUGUSTINE FL)
FL
02/01/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. AUGUSTINE FL)
NJ
02/19/1997 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 07/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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